See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,360 | $106,515-7.7% | $96,683+1.7% | $139,434-29.5% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 15.02% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,205 | $4,103-46.2% | $3,737-41.0% | $4,751-53.6% |
| Participant deferral / active EE | $4,903 | $5,454-10.1% | $4,878+0.5% | $6,710-26.9% |
| Admin fee / account holder | $7,819 | $7,877-0.7% | $6,730+16.2% | $11,403-31.4% |